Upload Document/PDF from FileCabinet to NetClient

Introduction

This is a guide with images designed to show you how to import a document or PDF into a client's FileCabinet drawer and upload the file to the NetClient portal. There will be a followup guide that will instruct you on how to choose the NetClient user to associate the upload to in Document Exchange.

Steps
(9 total)

1

Create / Locate the document/PDF

Save the file you need to upload to an accessible network location. This location will need to be accessible from the FileCabinet software. A good example of a location would be the Z: drive, or temporarily in your H: drive user folder. In this example I have used the Temp folder under my D: drive.

***You may not currently create a Microsoft Office document directly in the designated NetClient upload folder and have it be recognized for upload at this time. The file must be created and moved into the designated NetClient upload folder through the Object/Embed function in FileCabinet. This is a problem that is known and should be resolved in a coming release of the software.

2

Embed the document/PDF from FileCabinet

Once you know where the file is, open FileCabinet. Create or go to the client drawer to which you would like to add the document/PDF. Once the drawer is selected, use the Object > Create from file... option in the top menu. Click the browse button and select the desired file.

3

Select Document Folder

Check the box for the folder you would like to place the PDF in. For NetClient uploads, place the file in the Portal Documents folder.

4

Verify the document/PDF and folder

At this time you should see the client drawer listing the document/PDF you imported inside the Portal Documents folder.

5

Designate Client as NetClient Contributor

If the system is not running automatic NetClient uploads for all Portal Documents, follow these additional steps to ensure the file is uploaded to NetClient.

Right-click the client drawer and choose the Drawer Properties.

6

Add PDF Document to NetClient Folder

Right-click the PDF and go to Document Properties. Select the check-box for NetClient CS to add the document to the upload queue.

7

Manual CS Connect Upload - Step 1

To manually ensure that the contents of the NetClient CS folder get uploaded right away, click on the CS Connect button (Red Plug) or go to File > CS Connect.

Make sure that there are no boxes checked, then click on the Select Drawers button.

8

Manual CS Connect Upload - Step 2

Select the desired drawer for the upload. In this case, it is the drawer I just designated as a NetClient contributor in step 5.

9

Manual CS Connect Upload - Step 3

Once the drawer is selected, the check-box for Transmit to NetClient CS should show a check-mark. Now click Call Now and you will receive a notice once the upload is complete.

Conclusion

This concludes the upload portion of this guide. Please see the second portion in the article titled "NetClient CS - Client Document Exchange"